Senior Account Manager

Vertex Education • Glenside, PA

4d

About The Position

Be the one who makes a difference! At Vertex Education we are a team of high achievers, courageous leaders, and passionate believers in changing lives through education. As a purpose-led education services provider, our mission is destined to benefit many and yet it starts with just one person inspired to work together with us to make a memorable and meaningful difference for our clients, schools, students, and communities. Be the one who makes a difference—with us. POSITION OVERVIEW: The Senior Account Manager will work directly with staff at client schools, assisting with the management of their business office function under the direction of a member of Vertex-PA’s leadership team. This is a hands-on role that entails responsibility for the accurate recording of financial transactions and faithful implementation of internal controls, as well as effective communication with school staff and vendors. Specific tasks will vary with the client but may include: ESSENTIAL FUNCTIONS:

Requirements

• Bachelor's degree required; focus on business, accounting or related field preferred.
• 3-5 years of experience in non-profit, government, or school accounting preferred (CPA or MBA, a plus).
• Excellent spreadsheet skills; familiarity with accounting/project management software ( QBO, Sage Intacct, ASANA a plus).
• Strong social, verbal, and relationship-building skills.
• Highly organized, detail-oriented, and able to manage competing deadlines.
• Ability to demonstrate professionalism and sound judgement in all client and internal communications.
• The incumbent in this position will be required to pass a criminal history background check.
• Travel to client locations may be required from time to time.
• Must have the ability to sit for extended periods of time, to enter data into a computer keyboard, to research identified job-related duties using the Internet and other resources; see and read a computer screen and printed material with or without vision aids; hear and understand speech at normal levels and on the telephone; speak in audible tones so that others may understand clearly in person and on the telephone; and the ability to understand and follow oral and written instructions.

Nice To Haves

• CPA or MBA
• Familiarity with accounting/project management software ( QBO, Sage Intacct, ASANA

Responsibilities

• Maintaining accurate financial records for multiple PA Charter Schools, including reconciliations, month-end close and variance analysis to budgets.
• Working with Vertex’s leadership team to support schools in managing fiscal budgets, annual external audits, and public and private grant spend.
• Preparing monthly financial statement packages for Finance Committee and Board meetings with regular attendance of Finance Committee meetings.
• Preparing and submitting timely and accurate fiscal compliance reports with state and local agencies.
• Serving as a full-time and engaged member of Vertex-PA’s staff.

Benefits

• Enjoy industry-leading pay, rewards, referral bonuses, with unlimited flexible paid time-off for performance.
• Be able to care for your health and your family with comprehensive medical, dental and vision benefits and invest in your future with 401(k) plans with a 6% employer match on your contributions.
• Enhance your growth and development with mentoring and money to take training classes.
• Thrive in a welcoming, supportive, and inclusive environment where we treat others with fairness and respect, celebrate diversity, and elevate equality and inclusion as an equal opportunity employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees